Skip to content
Disclosery

Strategic Wealth Advisors LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Advisors LLC on DFAE, newest first. How the timeline and the estimate are built.

Strategic Wealth Advisors LLC held 151,869 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,869 shares
    Change vs previous 13F -22,444 shares

    4.23% of the 13F portfolio, value $4,946,000.

    13F-HR 0002107449-26-000003 filed by Strategic Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 174,313 shares
    Change vs previous 13F +22,444 shares

    4.73% of the 13F portfolio, value $5,902,000.

    13F-HR 0002107449-26-000002 filed by Strategic Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 151,869 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $4,946,000.

    13F-HR 0002107449-26-000001 filed by Strategic Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).